See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,517 | $111,754-79.0% | $103,333-77.2% | $145,922-83.9% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-26.9pp |
| Annual return | 11.31% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,772 | $4,212-34.2% | $3,868-28.3% | $4,660-40.5% |
| Participant deferral / active EE | $7,657 | $5,619+36.3% | $5,057+51.4% | $6,688+14.5% |
| Admin fee / account holder | $16,636 | $9,750+70.6% | $8,355+99.1% | $13,397+24.2% |